绿金新闻 | 扩容后的全国碳市场有何变化?生态环境部最新披露!
Xin Lang Cai Jing·2025-09-24 15:52

Core Insights - The expansion of the national carbon emissions trading market now includes steel, cement, and aluminum smelting industries, increasing the total number of key emission units by over 1,300 and raising the total greenhouse gas emissions by approximately 3 billion tons, covering over 60% of the national carbon emissions [1][2] Group 1: Market Participation and Trading Dynamics - In 2024, the number of key emission units participating in the national carbon emissions trading market reached 1,471, a 1.38% increase from the previous compliance cycle, with trading activity showing an 18% year-on-year increase in transaction volume [2] - The willingness of key emission units to trade has increased significantly, with a 232% year-on-year rise in the total buy and sell orders for listed agreement trading by the end of August 2025 [2] - The number of key emission units selling quotas increased by 11.24% compared to the previous compliance cycle, indicating a gradual improvement in market supply and trading activity [2] Group 2: Trading Products and Price Trends - The national carbon emissions trading market has diversified its trading products, with five categories of carbon emission quotas released for trading, totaling transaction volumes of 287 million tons, 49.19 million tons, 194 million tons, 133 million tons, and 32.27 million tons for the years 2019 to 2024 [2] - In 2024, the total trading volume was 0.37 million tons for listed agreement trading and 1.52 million tons for bulk agreement trading, with the introduction of single-sided bidding trading in July 2025 enhancing market vitality [3] - The average closing price for carbon emissions in 2024 ranged from 69 yuan/ton to 106 yuan/ton, with a closing price of 97.49 yuan/ton at year-end, reflecting a 103.10% increase from the opening price on the first trading day in 2021 [3]